Case Study: Hill & Hamilton Insurance and Financial Services achieves digital transformation and growth with Applied Systems

Hill & Hamilton experience growth after digital transformation

Hill & Hamilton Insurance and Financial Services, an independent Ohio agency with five offices, faced inconsistent workflows and fragmented data after using different management systems and separate CRM tools across locations. Leadership also needed to meet changing customer expectations for mobile access and 24/7 service, so they sought a single, modern platform to standardize operations and improve the client experience.

The agency implemented Applied Epic as a unified management system, plus Applied Mobile, Applied CSR24 and IVANS connectivity to enable mobile access, customer self‑service and automated insurer downloads. The result: a single source of truth that combines CRM and policy management, faster insurer interactions and fewer manual tasks, improved customer service via portal and apps, and operational efficiency that supported business growth.

Hill & Hamilton Insurance and Financial Services

Matt Simon

President